Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Lifestyle considerations in creating your retirement portfolio.
Good employee health can be great for the company’s bottom line.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Do you know where the idea of “retirement” comes from?
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.